How to navigate to the Open Commitments Screen?


You can view the Open Commitments screen by using the top tab bar. First, click Pending, then from the drop-down click Open Commitments.

What data is here?


The Open Commitments Screen shows a list of open commitments for the account or CAN, with columns for Order/Requisition Number, CAN, Vendor, Object Class code(Parent and Sub), Last Processed date, and Amount.


By default, the Open Commitments list is sorted by Order/Requisition Number. Clicking on a column up and down arrow re-sorts the rows by that column. For example, to sort the rows by descending Processed on dates (most recent to oldest) click on the down arrow next to the column heading.

To see more data at once use the show entires drop down to increase the number of data entries displayed on the screen.


How to search and filter data? 



Across the top of the Open Commitments page, are basic filter

  • OO/PS: The OO/PS drop-down allows you to filter by Other Objects, Personal Services, or both
  • Account or All Accounts in the View Toggle: Select a single Account or All accounts you have access to
  • OC Code Filter (***.**): You can set up the query to find records for just a particular OC code or OC code group. The value * acts as a wildcard for any digit. For example, if you enter 25*.** you will find records on all commitments with an OC code that starts with 25, or enter 259.** for just the commitments which OC codes start with 259 or enter 251.18 for just the commitments with OC code 251.18, etc
  • Imported: Use this filter to select the date range for when the Commitment was downloaded into Beacon. Beacon defaults to YTD. You can create a custom date range, for example, 10/01/2020 to 08/10/2021 or use the quick filters to search for commitments that were imported into Beacon today or this week, etc.

More Filters


  • CAN: The gear icon gives the list of CANs found in all the open commitments for the selected account
  • Order or Requisition Number: In the "Order/Requisition #" textbox, type the desired Order/Requisition number. Use the % sign as a wildcard. For example if there are orders with the Order numbers 1001, 1002, and 1003 then typing 100% will find all three orders. 
  • Vendor: Search for a specific Vendor
  • Amount Range: Search for a Commitment by amount. For example enter the amount 1000 to 1100 to find any transaction with an Amount between 1000 and 1100.

Click Apply Filter Set when done


How to export data?


On the right-hand side of the screen are two icons to export your data. The icon on the left exports all data you have filtered to excel. The icon on the right prints only the data on the page.